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If u have a tax preparer u use regularly, they might be able to help advocate with the IRS for u! My H&R Block guy was able to call some special tax professional hotline and get my issue fixed when I had a similar problem.
This! Tax professionals have access to the Practitioner Priority Service line which regular taxpayers can't use. They can sometimes resolve issues like this much faster than individuals can.
Use taxr.ai - it saved me HOURS of research when i had a similar problem. It analyzes your specific situation and gives you the exact steps you need to take. Seriously a game changer for dealing with IRS issues. https://taxr.ai
Yeah there's a fee but honestly after spending days trying to figure things out on my own, it was completely worth it. The amount of stress it saved me was priceless. Plus I got my refund way faster because I knew exactly what to do.
Call the Taxpayer Advocate Service! They're designed specifically to help with cases where you're experiencing financial hardship due to IRS delays. If you need this refund urgently, they may be able to expedite your case. Look up your local office online.
TAS won't take most refund delay cases right now unless you're about to be evicted or have utilities shut off. They're as overloaded as the rest of the IRS.
This might be a good time to adjust your withholding so you're not giving the government an interest-free loan every year that they can hold hostage. I know this doesn't help with your current situation, but for future reference, try to get your withholding as close as possible to what you'll actually owe.
I get what you're saying, but I claim my kids and get earned income credit, so I'll always get a refund no matter what. Plus I kind of like the forced savings since I'm terrible at setting money aside otherwise.
You should definitely contact your congressman/congresswoman's office! Not many people know this but they have dedicated staff who can help with federal agency issues including the IRS. I was stuck in limbo for months, called my representative's office, and they had someone from IRS contact me within a week. Refund followed shortly after. It's literally their job to help with this stuff!
Yep just call their local office (not DC) and ask to speak with whoever handles constituent services or casework. Explain your situation and that you've tried all the normal channels with no success. They'll probably have you fill out a privacy release form, then they'll contact the IRS on your behalf.
I work for a tax preperation company (not saying which one lol) and I can tell you we're seeing MASSIVE delays this year for refunds with EITC/ACTC. The official line from the IRS is they're "working through a backlog" but internally we know they're doing extra verification on almost all returns with those credits this year due to high fraud rates last year. Your return is probably sitting in a verification queue. Don't expect it anytime soon honestly.
Calling rarely helps unless you can actually get through to a human (almost impossible these days). If you can access your transcript and see a 570 code (refund hold) followed by a 971 (notice issued), then you probably need to respond to whatever they're asking for. Otherwise, it's just a waiting game. The system is completely overwhelmed.
Santa Barbara TPG is the absolute WORST. They hold onto our money as long as possible evry year. There should be laws against this. They already charge fees to process our refund, then they make extra money by holding our funds and collecting interest. Criminal behavior if you ask me.
š This. They're basically double-dipping on fees. Next year I'm just paying my tax prep fee upfront and getting direct deposit from the IRS.
Not sure if this is helpful but i looked up my info on the IRS website directly using taxr.ai and it showed my refund had an offset I didn't know about. That was why TPG was taking longer - they had to adjust the amount. Might not be your situation but worth checking if the delay continues.
An offset is when the government takes part of your refund to pay a debt like student loans, back taxes, child support, etc. If you don't have any of those debts you're probably fine. For me it was an old student loan I forgot about š¤¦āāļø
KylieRose
The entire identity verification process is a scam. They flagged me for "identity verification" and when I finally got the letter and completed the process, guess what? No issues found! They just wasted 2 months of my time for no reason. The whole system is designed to delay refunds as long as possible so they can hold onto our money.
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Sasha Ivanov
ā¢Tbf there's a TON of tax identity fraud. My cousin had someone file a fake return in her name last yr. These measures suck but they're kinda necessary.
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KylieRose
ā¢Then they need a better system. Other financial institutions can verify identity instantly. The IRS is living in the stone age intentionally.
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Liam Murphy
Whatever u do DON'T waste time calling the general IRS number. They just transfer you around and nobody can actually help. Call the dedicated ID Verify line or try the ID.me route. I wasted 3 weeks calling the wrong departments before figuring this out.
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